A detailed history of Essex Investment Management CO LLC transactions in Evercore Inc. stock. As of the latest transaction made, Essex Investment Management CO LLC holds 12,373 shares of EVR stock, worth $3.08 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,373
Previous 12,758 3.02%
Holding current value
$3.08 Million
Previous $2.46 Million 4.92%
% of portfolio
0.51%
Previous 0.51%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$181.5 - $208.43 $69,877 - $80,245
-385 Reduced 3.02%
12,373 $2.58 Million
Q1 2024

May 03, 2024

SELL
$163.68 - $196.33 $801,540 - $961,428
-4,897 Reduced 27.74%
12,758 $2.46 Million
Q4 2023

Feb 07, 2024

SELL
$126.39 - $173.41 $840,493 - $1.15 Million
-6,650 Reduced 27.36%
17,655 $3.02 Million
Q3 2023

Nov 09, 2023

BUY
$118.06 - $145.97 $302,941 - $374,559
2,566 Added 11.8%
24,305 $3.35 Million
Q2 2023

Aug 14, 2023

BUY
$105.74 - $124.93 $324,198 - $383,035
3,066 Added 16.42%
21,739 $2.69 Million
Q1 2023

May 04, 2023

BUY
$110.54 - $136.17 $379,594 - $467,607
3,434 Added 22.53%
18,673 $2.15 Million
Q4 2022

Feb 02, 2023

SELL
$84.72 - $116.35 $9,065 - $12,449
-107 Reduced 0.7%
15,239 $1.66 Million
Q3 2022

Nov 14, 2022

BUY
$80.28 - $105.25 $341,511 - $447,733
4,254 Added 38.35%
15,346 $1.26 Million
Q2 2022

Aug 12, 2022

SELL
$93.36 - $115.14 $102,135 - $125,963
-1,094 Reduced 8.98%
11,092 $1.04 Million
Q1 2022

May 09, 2022

BUY
$108.18 - $139.71 $56,145 - $72,509
519 Added 4.45%
12,186 $1.36 Million
Q4 2021

Feb 10, 2022

SELL
$128.95 - $163.18 $16,247 - $20,560
-126 Reduced 1.07%
11,667 $1.59 Million
Q2 2021

Aug 12, 2021

SELL
$128.03 - $149.4 $3.62 Million - $4.22 Million
-28,276 Reduced 70.57%
11,793 $1.66 Million
Q1 2021

May 12, 2021

SELL
$106.57 - $142.41 $308,839 - $412,704
-2,898 Reduced 6.74%
40,069 $5.28 Million
Q4 2020

Feb 12, 2021

BUY
$66.15 - $111.57 $1.87 Million - $3.16 Million
28,312 Added 193.19%
42,967 $4.71 Million
Q3 2020

Nov 12, 2020

BUY
$53.7 - $66.35 $32,864 - $40,606
612 Added 4.36%
14,655 $959,000
Q2 2020

Aug 04, 2020

SELL
$45.62 - $67.36 $49,087 - $72,479
-1,076 Reduced 7.12%
14,043 $827,000
Q1 2020

May 04, 2020

BUY
$35.75 - $82.26 $43,150 - $99,287
1,207 Added 8.68%
15,119 $696,000
Q4 2019

Feb 10, 2020

BUY
$73.33 - $80.11 $44,877 - $49,027
612 Added 4.6%
13,912 $1.04 Million
Q3 2019

Oct 22, 2019

SELL
$75.92 - $90.91 $154,117 - $184,547
-2,030 Reduced 13.24%
13,300 $1.07 Million
Q2 2019

Aug 15, 2019

SELL
$77.23 - $98.02 $26,180 - $33,228
-339 Reduced 2.16%
15,330 $1.36 Million
Q1 2019

May 15, 2019

SELL
$73.67 - $93.68 $78,237 - $99,488
-1,062 Reduced 6.35%
15,669 $1.43 Million
Q4 2018

Feb 06, 2019

SELL
$64.9 - $98.8 $66,457 - $101,171
-1,024 Reduced 5.77%
16,731 $1.2 Million
Q3 2018

Oct 16, 2018

BUY
$100.55 - $114.95 $75,010 - $85,752
746 Added 4.39%
17,755 $1.79 Million
Q2 2018

Jul 17, 2018

BUY
$86.8 - $112.05 $173 - $224
2 Added 0.01%
17,009 $1.79 Million
Q1 2018

Apr 26, 2018

SELL
$83.35 - $101.8 $187,870 - $229,457
-2,254 Reduced 11.7%
17,007 $1.48 Million
Q4 2017

Feb 05, 2018

SELL
$75.9 - $92.2 $18,367 - $22,312
-242 Reduced 1.24%
19,261 $1.73 Million
Q3 2017

Oct 30, 2017

BUY
$70.35 - $80.8 $1.37 Million - $1.58 Million
19,503
19,503 $1.57 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $9.74B
  • Description
  • Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
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